Bringing a new teammate onto any software is never as easy as “just send them an invite.” If you’re the one in charge of getting folks up and running with Corporategift, you want them sending gifts (and not pinging you with questions) as soon as possible. This guide is for team leads, admins, and anyone who’s sick of chaotic rollouts and endless hand-holding. Here’s how to get people set up on Corporategift fast, keep things painless, and avoid all the usual speed bumps.
Step 1: Decide What Your Team Actually Needs From Corporategift
Before you even add users, get clear on what you want out of the platform. Corporategift can do a lot—bulk gifting, branded swag, campaign tracking—but most teams only need a handful of features.
Ask yourself: - Who will be sending gifts? (Sales, HR, customer success, all of the above?) - Will people be sending individually or as part of campaigns? - Do you need approval flows, or can folks send gifts freely? - Are there budget limits or compliance rules to set up?
Why this matters:
If you skip this step, you’ll end up with confused teammates, wasted budget, and gifts stuck in “pending” limbo. Worse, new hires will get dumped into a dashboard full of tabs they don’t need.
Pro tip:
Don’t overcomplicate your rollout. Start with the basics. You can always expand permissions or introduce new features as people get comfortable.
Step 2: Set Up Your Corporategift Account Before Inviting Everyone
It’s tempting to let people poke around and “figure it out,” but you’ll save time (and sanity) by prepping the account first.
Checklist: - User roles: Define who’s an admin, sender, or viewer. Don’t give everyone admin privileges—trust me. - Budgets: Set up spending limits by team or person if you need to. It’s much less awkward to do this upfront. - Templates: Create a couple of gift templates for common situations (thank-you notes, onboarding gifts, etc.). - Integrations: If you’re connecting CRM or HR tools, do it now. Waiting until after onboarding is a mess. - Approval flows: If gifts need sign-off, set up simple rules. Don’t make people guess what’s allowed.
What to skip:
Don’t bother customizing every email notification or logo on Day 1. Get the basics working first.
Step 3: Invite New Team Members—But Don’t Just Send a Link
A random invite email is easy to ignore. Give people a heads-up first, and tell them exactly what to expect.
How to do it right: - Send a quick Slack or email: “Hey, you’ll get a Corporategift invite—set up your profile so you can start sending gifts this week.” - Explain the “why”: One sentence on how you actually use Corporategift in your team. (“We use this to send thank-yous and rewards—let’s keep it simple.”) - Set expectations: Do they need to take any action? Is there a deadline for setup?
What doesn’t work:
Sending an invite with no context. People will ignore it, or worse, sign up and do nothing.
Step 4: Give a Short, Focused Walkthrough (Not a 45-Minute Demo)
People don’t want to watch a webinar. They want to know how to get their job done.
What to cover: - How to send a basic gift (and where to find templates). - Where to check budgets and approvals. - Who to ask if they’re stuck.
Ways to share this: - A 5-minute screenshare recording (Loom is your friend). - A one-page cheat sheet with screenshots. - Group call only if you’re onboarding several people at once.
Skip this:
Walking everyone through every possible feature. Most people only need the basics. Let power users dive deeper if they want.
Step 5: Make It Easy to Ask Questions (Without Bugging You All Day)
Even with a great walkthrough, people will have questions—usually the same three over and over.
Set up: - A shared FAQ doc with common “how do I…” answers. - A Slack/Teams channel for quick help. Encourage people to ask there instead of DMing you. - Point people to Corporategift’s own help resources (if they’re any good—test them yourself).
What to avoid:
Telling people “just Google it” or making yourself the only bottleneck for answers.
Step 6: Gather Feedback Early—Then Tweak the Process
You’ll spot hiccups in the first week. Instead of guessing what went wrong, just ask.
How to get real feedback: - After a week, ping new users: “Anything trip you up getting started?” - Watch for repeated questions or mistakes—those are signs your walkthrough or FAQ needs fixing. - If people aren’t using Corporategift at all, find out why. Is it unclear when to use it? Too many steps? Budget rules too strict?
Don’t bother with:
Long surveys or “how was your onboarding” forms. A quick chat or message is faster and more honest.
Step 7: Keep Improving, But Don’t Overthink It
Most onboarding issues are small and easy to fix. Don’t wait for a “perfect” process—just keep an eye on what trips people up and fix it.
For ongoing success: - Update your cheat sheet or FAQ as new questions pop up. - When you roll out new features in Corporategift, send a quick note explaining what’s different. - Once a quarter, check: Are people still using it? Is it saving time, or just more busywork?
Ignore:
Big, formal training sessions unless your team is huge or compliance demands it. Most teams don’t need them.
Final Thoughts: Keep It Simple, Iterate Fast
Onboarding to Corporategift doesn’t have to be a slog. Most teams just need clear expectations, a little upfront prep, and a way to get unstuck. Don’t drown people in features or make them sit through endless demos. The simpler you keep things, the faster your team will actually use the tool—and the fewer headaches you’ll have down the line. Start basic, pay attention, and tweak as you go. That’s really it.